RFA

Resurgent Financial Advisors Portfolio holdings

AUM $182M
1-Year Est. Return 18.61%
This Quarter Est. Return
1 Year Est. Return
+18.61%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
648
New
Increased
Reduced
Closed

Top Buys

1
+$385K
2
+$364K
3
+$307K
4
NTR icon
Nutrien
NTR
+$295K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$260K

Top Sells

1
+$1.75M
2
+$1.58M
3
+$1.57M
4
IVW icon
iShares S&P 500 Growth ETF
IVW
+$1.45M
5
AAPL icon
Apple
AAPL
+$1.35M

Sector Composition

1 Technology 15.92%
2 Financials 10.26%
3 Energy 9.55%
4 Healthcare 8.07%
5 Consumer Staples 6.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$729K 0.49%
9,875
+708
52
$718K 0.48%
3,568
-3,019
53
$687K 0.46%
1,382
-198
54
$666K 0.44%
1,408
-616
55
$659K 0.44%
16,111
+1,215
56
$652K 0.43%
3,406
+210
57
$651K 0.43%
3,355
-165
58
$633K 0.42%
4,890
-285
59
$629K 0.42%
14,413
-130
60
$624K 0.42%
13,993
-1,024
61
$609K 0.41%
1,677
-40
62
$597K 0.4%
4,131
-822
63
$595K 0.4%
5,637
-283
64
$584K 0.39%
6,040
-3,325
65
$582K 0.39%
4,305
+455
66
$572K 0.38%
1,992
-588
67
$547K 0.36%
468
+30
68
$542K 0.36%
16,885
-841
69
$542K 0.36%
23,381
+500
70
$541K 0.36%
4,112
-560
71
$540K 0.36%
14,233
-1,801
72
$529K 0.35%
2,551
-42
73
$515K 0.34%
6,758
+1,400
74
$514K 0.34%
6,210
-425
75
$511K 0.34%
1,238
-239
1 2
3
4 5